2019 Schedule

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Check out our final schedule from MBA's Risk Management, QA and Fraud Prevention Forum 2019 to get a sense of what to expect in 2020!

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Monday, September 16, 2019

  • Opening General Session: Balancing Risks in a Changing Market

    Location: Chicago 6,
    Ballroom - Level 4


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Technology, Mortgage Bankers Association

    James M. Deitch, CMB, CPA, Chief Executive Officer, Teraverde Financial

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    John Stocchetti, Executive Vice President and Group Head, Mortgage Partnership Finance® (MPF®) Program, Federal Home Loan Bank of Chicago

    General Session

    The industry is experiencing large swings in volume given the movements in rates.  Many lenders are moving to a more digital process in an effort to lower costs, increase efficiency, and improve the customer experience.  Our opening general session explores how these trends impact risk managers.  Featured speakers address the current operating environment for lenders, the use of technology in risk management, and challenges and opportunities you will face in the year ahead. 

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS. Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    James M. Deitch, CMB, CPA, Chief Executive Officer, Teraverde Financial

    James M. Deitch is an entrepreneur, having founded two national banks, several mortgage banking ventures, and four technology-oriented companies.  He currently serves as co-founder and CEO of Teraverde group of companies. Teraverde is a professional advisor to financial services companies.  Teraverde helps banks and mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements.  Teraverde offer Coheus®, a profit intelligence platform to increase lender profitability. Prior to Teraverde, Deitch was co-founder, Chairman and CEO of American Home Bank N.A.  Under Deitch’s leadership, American Home Bank has been cited as one of the fastest growing companies in the United States by INC. Magazine. The Bank was named one of the top 50 residential lenders in the United States by SourceMedia, publisher of American Banker.  American Home Bank was ultimately acquired by BBT.

    Jim is a frequent author for industry publications.  Most recently, he authored “Digitally Transforming the Mortgage Banking Industry”, which was a #1 best selling new release in its category.  His next book, “Strategically Transforming the Mortgage Banking Industry” was released in October, 2018.  It attained #1 best selling new release in its category.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) is President and CEO of the Mortgage Bankers Association (MBA).  Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert testifying on many large, high-profile cases. Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry. As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.

    Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years. He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store. Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    John Stocchetti, Executive Vice President and Group Head, Mortgage Partnership Finance® (MPF®) Program, Federal Home Loan Bank of Chicago

    John Stocchetti has been with the Bank since 2006 and is currently Executive Vice President and Group Head of the Mortgage Partnership Finance® (MPF®) Program, a responsibility he assumed in January 2014. From May 2008 to January 2014, Mr. Stocchetti was Executive Vice President and Group Head, Products and Operations (formerly Products, Operations, and Technology), where he led a number of initiatives to upgrade, re-organize, and re-engineer the Bank’s operations and technology. Mr. Stocchetti served as Senior Vice President, Project Premier Director of the Bank from 2006 to 2008, where he led the effort to implement an enterprise-wide systems platform that is now the Bank's main operating platform. Prior to joining the Bank, Mr. Stocchetti served in several positions from 2004 to 2006, including Chief Financial Officer, at Ritchie Capital Management, LLC, a multi-strategy hedge fund. Previously, Mr. Stocchetti served in various capacities from 1997 to 2004, including CEO, with Learning Insights, Inc., an e-learning internet company. From 1995 to 1997, Mr. Stocchetti was a Senior Vice President with NationsBank where he was the head of interest rate derivatives operations on a global basis and the Chief Operating Officer of NationsBank Financial Products, a AAA-rated derivatives company. From 1978 to 1995, Mr. Stocchetti was with Continental Bank in Chicago, Illinois, where he held various positions, the latest of which was as a Managing Director of Derivative Products. Mr. Stocchetti holds a Masters of Business Administration from the University of Chicago and earned a Bachelors of Science in economics from the University of Illinois at Chicago. Mr. Stocchetti served as an adjunct professor at the Illinois Institute of Technology where he taught classes for six years in the graduate level Financial Markets and Trading program. 

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